Ingersoll Rand IncNYSE: IR
Industrials · Industrial Machinery & Supplies & Components
$77.72
-2.68%
Vol: 2.5M
Research Digest
Friday, May 1, 2026
Ingersoll Rand beat Q1 2026 earnings with $0.77 adjusted EPS but stock declined 4.6% as investors question organic growth sustainability and margin pressures.
Ingersoll Rand reported Q1 2026 adjusted EPS of $0.77 (vs $0.74 expected) and revenue of $1.85 billion (+7.6% YoY), beating estimates, but stock fell 4.6% on market concerns about organic growth weakness masked by M&A. The company reaffirmed 2026 guidance of $3.45-$3.57 adjusted EPS and 2.5-4.5% revenue growth. P&ST segment drove growth with organic revenue of 4.4% and orders up 0.6%. Stock down 7.5% over 7 days and 4.6% 1-day post-earnings despite beat.
Previous Market Intelligence
13 daysApr 30Ingersoll Rand beats Q1 2026 earnings but organic growth masks underlying weaknessMixed▶
Ingersoll Rand reported Q1 2026 adjusted EPS of $0.77 (beat estimate of $0.74) with $1.85B revenue up 7.6% YoY. However, organic revenue declined 0.3% as 4.4% precision growth was offset by 1.6% decline in industrial technologies. Management reaffirmed 2026 guidance: 2.5%-4.5% total revenue growth. Orders increased 5% with book-to-bill of 1.07x. Tariff impacts and material cost pressures are expected to ease via pricing actions in H2 2026. Company acquired Fox s.r.l. for ~$20M revenue asset.
Apr 29Ingersoll Rand Q1 EPS $0.77 beats; reaffirms FY26 guidance of 2.5-4.5% revenue growthMixed▶
Ingersoll Rand reported Q1 2026 revenue of $1.85B (+7.6% YoY) and EPS of $0.77, surpassing analyst estimates with +4.76% earnings surprise and +1.15% revenue surprise. Despite earnings beat, stock declined sharply post-earnings. Company reaffirmed FY26 guidance: 2.5-4.5% total revenue growth with 1% organic growth at midpoint plus 2% from M&A. Generated $163M free cash flow with moderate 1.7x net leverage. Book-to-bill 1.06x with backlog up 16% since end-2024. Signed acquisition of Fox s.r.l. ($20M annual revenue). Buy consensus from 7 analysts with $96.0 target (+13.9%).
Apr 16Ingersoll Rand scheduled Q1 2026 earnings release April 28 with conference call April 29; multiple analysts lowered price targets in early April amid margin headwind concerns.Negative▶
Ingersoll Rand scheduled Q1 2026 earnings release for April 28, 2026, with conference call April 29 at 8 a.m. ET. Barclays lowered PT to $100 from $111 (April 1), Goldman Sachs cut to $96 from $103, Citi reduced to $113 from $117 in early April. Stock fell 5.6% to $83.39 on April 15 amid expectations reset. Analysts express concerns over margin headwinds and measured growth profile.
Apr 15Ingersoll Rand Q1 2026 earnings scheduled for April 29; stock up 11.7% recently despite growth concerns.Positive▶
Ingersoll Rand scheduled Q1 2026 earnings release for April 28 with conference call April 29. Stock surged 6.44% to $84.67, breaking above $79.50 resistance. Barclays lowered price target to $100 from $111 maintaining Buy. Overall analyst consensus Buy with $95.43 average price target.
Apr 14Ingersoll Rand scheduled to report Q1 2026 earnings on April 29, with recent stock surge on technical breakout.Neutral▶
No significant overnight updates. Ingersoll Rand scheduled to announce Q1 2026 earnings results on April 28 with conference call on April 29. Recent stock action shows Ingersoll Rand surged 6.44% to $84.67 on a bullish breakout. Barclays lowered price target to $100 from $111 while maintaining Buy rating.
Apr 13Q1 2026 earnings April 28-29; stock surged 6.44% on sector momentum and bullish breakout above $79.50 resistance.Positive▶
Ingersoll Rand scheduled Q1 2026 earnings release for April 28 with conference call April 29. Stock surged 6.44% to $84.67 on April 9-10 breakthrough above $79.50 resistance, riding three-day 8.68% rally. Barclays lowered price target from $111 to $100 but maintained Buy rating. Consensus Buy from 7 analysts with 12-month target of $95.43 (11.77% upside).
Apr 10Ingersoll Rand Q1 2026 earnings scheduled for April 29; stock surges 6.44% after market rally.Positive▶
Ingersoll Rand scheduled Q1 2026 earnings release for April 28 after market close with conference call on April 29 at 8 a.m. ET. The stock surged 6.44% to $84.67 following a three-day 8.68% rally. Barclays lowered price target to $100 from $111 on April 1. Current analyst consensus is Buy with 12-month price target of $95.43.
Apr 9Ingersoll Rand Q1 2026 earnings April 28; organic revenue up 3% YoY in 2025Positive▶
Ingersoll Rand scheduled Q1 2026 earnings release after market close April 28, 2026, conference call April 29 at 8 a.m. ET. 2025 organic revenue up 3% YoY on 2.7% industrial technologies growth, 3.7% precision/science growth. Q4 2025 adjusted EPS $0.96 beat FactSet consensus by $0.06. Full year 2025 revenue ~$7.7B. Company focused on mission-critical flow creation and industrial solutions. 7 analysts rate Buy with $95.43 target (+12.71%). Morgan Stanley raised PT to $92 from $82, Stifel to $101 from $87, Baird to $115 from $98. Stock near 200-day moving average.
Apr 8Ingersoll Rand Q4 2025 revenue beat amid insider selling and macro headwindsMixed▶
Ingersoll Rand reported Q4 2025 revenue of $2.09B (up 10.1% YoY, beat expectations by 2.6%) with adjusted EPS of $0.96 (beat by $0.06) and stronger free cash flow. Baird raised price target to $115 from $98 (February 17) and Morgan Stanley to $92 from $82 (March 16). However, stock declined 17.3% with insider selling pressure and weak organic growth concerns. Y.D. More Investments purchased 13,815 shares (April 7). Current price $82.95 (down 13.26% monthly) reflects valuation risk despite revenue beat and life sciences acquisition strategy.
Apr 7Ingersoll Rand beat Q4; Barclays lowers PT to $100 but maintains Buy.Mixed▶
Ingersoll Rand Q4 FY25 revenue $2.09B (+10.1%), beat by 2.6%. 2026 revenue +2.5-4.5%, adjusted EPS $3.45-3.57. Barclays PT $111 to $100 (Buy) April 1. Morgan Stanley $82 to $92, Stifel $87 to $101. Insider selling rising. Q4 buybacks $314.7M.
Apr 6Ingersoll Rand Posts Q4 Earnings Beat; Morgan Stanley Raises Target to $92Mixed▶
Ingersoll Rand (IR) delivered Q4 2025 adjusted EPS of $0.96, beating FactSet consensus by $0.06, with organic revenue up 3% year-over-year. Industrial technologies and services grew 2.7% while precision and science technologies expanded 3.7%. Morgan Stanley raised its price target to $92 from $82 on March 16. Despite strong earnings, investors express concerns over organic growth trajectory, valuation levels, and execution risks. The company faces mixed investor sentiment with high growth expectations embedded in current valuations.
Apr 3Ingersoll Rand reported strong Q4 with Wells Fargo reducing price target to $90 amid valuation concerns.Mixed▶
Wells Fargo lowered its price target from $110 to $90 on April 1 while maintaining Overweight, citing concerns about organic revenue growth. The company achieved a strong Q4 2025 earnings beat and improved 2026 guidance. Average one-year price target from 14 analysts is $102.94, implying 26.73% upside from $81.23.
Apr 2Ingersoll Rand raises 2026 guidance following strong Q4 results; Morgan Stanley raises price target to $92; acquired Transvac Systems.Positive▶
Ingersoll Rand reported strong Q4 2025 results with revenues of $2,091M (up 10%) and adjusted EPS of $0.96 (up 14%). The company issued 2026 guidance of $3.45-$3.57 EPS and announced the acquisition of Transvac Systems Ltd. to expand ejector technology capabilities. Jerome Guillen joined the board effective January 1, 2026. Morgan Stanley raised price target to $92 from $82. Stock price at $82.95, up 1.05% in 24 hours. Upcoming earnings April 30, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
| OTISOTIS | $77.20 | -0.87% | -0.3% | 16.5x | 1.04 | $29.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.